Customizing the lead profile page

Modified on Tue, 6 Jan at 2:04 PM

Customizing the lead profile page

The lead profile page is the central workspace for viewing and managing individual leads. This guide explains how to customize which information is displayed, configure the layout, add custom content boxes, and set up lead locking to prevent conflicts when multiple users work on the same campaign.

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Customizing the lead profile page

What is the profile page?

The profile page (also called the lead detail page or lead view) is where you view and interact with individual leads. It displays all relevant information about a lead in customizable sections called "boxes."

Common uses:

View lead contact information and field values
Add comments and notes
View history of interactions
Update status and assigned person
Schedule follow-ups and create calendar events
Upload and view files
View relations to other leads or companies
Embed custom content (maps, external data, integrations)

Accessing profile page settings

Navigate to Campaign Settings → Profile page. This page contains two main sections:

Profile – Configure the profile title, subtitle, and icon
Profile page – Configure which boxes are shown, layout, custom content, and locking

Configuring the profile title

The profile title appears at the top of every lead page and provides quick identification of the lead.

Profile title

Define the main title text using placeholders and conditional logic. Example:

@if(%lead_name%)
  {%lead_name%}@else{%lead_company%}@endif

This displays the lead's name if available, otherwise shows the company name.

Common patterns:

%lead_name% – Simple name display
%lead_company% – Company name
%lead_name% - %lead_company% – Name and company
{{custom-field}} – Any custom field

Profile subtitle

Optional secondary text displayed below the title. Useful for showing lead source, category, or campaign type. Example:

Sales - General inquiry

Or use dynamic placeholders:

%lead_status% - {{lead-source}}

Image settings

Configure an optional image or logo to display with the profile:

Image URL

Specify an image URL using placeholders or leave as Auto to use default campaign branding.

Example with custom field:

{{logo-url}}

Image effects

Apply visual effects to the image (e.g., rounded corners, shadows). Leave as Auto for default styling.

Image width (px)

Set the image width in pixels. Leave as Auto for responsive sizing.

Image margin left (px)

Adjust left margin spacing. Leave as Auto for default positioning.

Image margin top (px)

Adjust top margin spacing. Leave as Auto for default positioning.

Icon settings

Configure an icon to display instead of or alongside the image.

Icon class

Specify a Font Awesome icon class. Example:

fa fa-circle

Common icons:

fa fa-user – Person icon
fa fa-building – Company/building icon
fa fa-phone – Phone icon
fa fa-envelope – Email icon
fa fa-map-marker – Location icon

Browse all icons at the Font Awesome cheatsheet.

Icon size (px)

Set the icon size in pixels (e.g., 38).

Configuring information shown

The Information shown section controls which content boxes appear on the lead profile page.

Available boxes

Each box displays a specific type of information. You can control:

Shown on page – Check to display the box
Collapsed – Check to show the box in collapsed state by default
Column – Choose column width: Wide, Medium, or Narrow

Field values

Displays all lead field values in a structured list (name, email, phone, custom fields, etc.).

Recommended: Wide column

Title box (upper right)

Displays a summary box in the upper right corner with key lead information (status, assigned person, quick actions).

Note: This box typically has fixed positioning and does not use the column setting.

History

Shows a chronological log of all lead interactions (status changes, emails sent, calls logged, field updates, etc.).

Recommended: Medium column, optionally collapsed

Comments

Displays internal comments and notes added by users. Users can add new comments directly from this box.

Recommended: Medium column, optionally collapsed

Flow bar

Displays the lead's current position in the campaign workflow or automation flow.

Note: This box typically appears at the top and does not use the column setting.

Files

Shows all files attached to the lead (uploaded documents, images, PDFs, etc.).

Recommended: Wide column, optionally collapsed

Previews of files

Displays thumbnail previews of image files attached to the lead.

Recommended: Show this box if leads frequently have image attachments

Calendar

Shows upcoming and past calendar events associated with the lead (appointments, follow-ups, meetings).

Recommended: Medium or Wide column, optionally collapsed

Relations

Displays related leads or companies linked to this lead (e.g., related contacts, parent company, subsidiaries).

Recommended: Medium column, optionally collapsed

Relations merged

Shows a consolidated view of all relations in a single merged box.

Recommended: Medium column, collapsed by default

External e-mail history

Displays emails sent and received from external email systems (requires integration setup).

Note: Click settings next to this option to configure email integration.

Recommended: Wide column if external email integration is active

Shown field values

Configure how field values are displayed in the Field values box:

Show all fields – Display all fields regardless of whether they contain data
Hide fields with empty values – Only show fields that contain data

Hiding empty fields creates a cleaner, more focused view.

Page layout style

Choose the overall layout style for the profile page:

Default – Standard multi-column layout
Other layout options may be available depending on your configuration

Column order

Define the order in which columns are displayed. Example:

Wide | Medium | Narrow

This displays the Wide column first (typically on the left), then Medium, then Narrow.

You can rearrange this order to prioritize different content areas.

Shown controls

Configure which action buttons and controls are displayed on the profile page. Common controls include:

Status dropdown
Assigned person selector
Action buttons (send email, log call, create event)
Edit buttons for custom fields
Delete lead button
Export/print options

The number of controls shown is typically summarized (e.g., "6 items selected").

Custom content boxes

Custom content boxes allow you to embed HTML, maps, external integrations, or any custom content directly into the lead profile page.

Creating a custom content box

Click + New content box
Enter a Friendly name (e.g., "Google streetview", "Property photos", "External CRM data")
Set Preferred width (Wide, Medium, or Narrow)
Choose Body type (HTML / Raw)
Optionally set a Parent layout if you want to use a layout wrapper
Add your HTML/content in the Body section
Optionally add custom CSS
Optionally add custom JavaScript
Click Save and close

Example: Google Street View integration

Embed a Google Street View map showing the lead's address:

<div style='max-width:100%; min-height: 400px;'>
  <hh-gmap.street-view 
    location="%lead_full_address%" 
    style='min-height: 500px;' />
</div>

This uses the Hubhus <hh-gmap.street-view> component with the lead's address as the location parameter.

Using placeholders in custom content

Custom content boxes support all Hubhus placeholders:

%lead_name%
%lead_full_address%
%lead_phone%
%lead_email%
{{custom-field}}
And any other lead data

Use CTRL+K / CMD+K in the content editor to search for placeholders.

Managing custom content boxes

After creating custom content boxes, they appear in the Custom content boxes list:

Name – The friendly name you assigned
Shown – Check to display the box on the profile page
Edit – Click the orange edit icon to modify the box
Delete – Click the red delete icon to remove the box

Custom boxes integrate seamlessly with standard boxes and follow the same column layout rules.

Lead locking

Lead locking prevents multiple users from editing the same lead simultaneously, avoiding conflicts and data loss.

How locking works

When locking is enabled and a user opens a lead that is already open by another user, the second user receives a message indicating the lead is locked and cannot be accessed until the first user closes it or the lock expires.

Note: Locking is applicable only to users logged in.

Enabling lead locking

Check Use locking: Leads can be viewed by only one user at a time to enable this feature.

Automatic unlock on inactivity

Configure how long a lead remains locked after a user becomes inactive:

In case of inactivity, unlock lead page automatically after:

1 hour (default)
30 minutes
2 hours
Custom duration

This ensures that leads don't remain locked indefinitely if a user forgets to close a lead page or their browser crashes.

When to use locking

Enable locking when:

Multiple users work on the same campaign simultaneously
Lead data is frequently updated by multiple team members
You need to prevent conflicting updates (e.g., two people assigning different statuses at the same time)
Working with sensitive or high-value leads

Disable locking when:

You have a small team with clearly defined lead ownership
Users primarily view leads without making changes
You prioritize access speed over conflict prevention

Best practices

Essential boxes to show

Most campaigns should include:

Field values (Wide) – Always show lead data
Title box – Always show for quick actions
Flow bar – Show if using automations
Calendar (Medium, collapsed) – Show for follow-up management
Comments (Medium, collapsed) – Show for internal notes

Optional boxes based on use case

History – Show if you need detailed audit trails
Files – Show if leads upload documents or images
Previews of files – Show for image-heavy campaigns (real estate, inspections)
Relations – Show for B2B campaigns with complex account structures
External e-mail history – Show if using email integration

Layout and organization tips

Place most frequently used boxes in the Wide column for maximum visibility
Use Medium columns for secondary information (history, comments, calendar)
Collapse boxes that are important but not always needed (history, relations)
Hide empty fields to keep the interface clean
Use custom content boxes sparingly – too many custom boxes can slow down page load

Profile title configuration

Always include a fallback in your title logic (@if/@else) to handle missing data
Keep titles concise – long titles are truncated in some views
Use subtitles for secondary information rather than cramming everything into the title
Choose icons that clearly represent the lead type or campaign purpose

Custom content tips

Test custom content boxes with multiple leads to ensure placeholders work correctly
Use descriptive friendly names (e.g., "Property Street View" not "Map 1")
Keep custom HTML lightweight – heavy content slows down page load
Use <hh-*> components when available (they're optimized and tested)
Add error handling to external integrations (API calls, embeds) to avoid breaking the page

Locking recommendations

Enable locking for campaigns with 5+ active users
Set auto-unlock to 1 hour for most use cases
Use shorter auto-unlock times (15-30 minutes) for high-velocity sales teams
Train users to close lead pages when finished to avoid unnecessary locking

Troubleshooting

Profile title shows blank or wrong data

If the profile title is blank or shows incorrect data:

Check that your placeholder syntax is correct (%lead_name% not lead_name)
Verify the field contains data for the leads you're testing with
Ensure @if/@else logic includes proper fallbacks
Test with multiple leads to identify data patterns

Box not showing on profile page

If a box you enabled doesn't appear:

Verify Shown on page is checked
Check that the box contains data (e.g., Calendar box is empty if lead has no events)
Refresh the page after saving settings
Check browser console for JavaScript errors

Custom content box not loading

If custom content doesn't display:

Check that Shown is checked for the custom box
Verify HTML syntax is correct (no unclosed tags)
Test placeholders – invalid placeholders may break rendering
Check browser console for errors
Simplify the content to isolate the issue (remove CSS/JS temporarily)

Locking not working or leads stuck locked

If locking isn't working as expected:

Verify Use locking is checked and settings are saved
Check that users are logged in (locking doesn't apply to anonymous access)
Wait for the auto-unlock timeout if a lead is stuck
Ask the user who locked the lead to close their browser tab
Contact support if leads remain locked beyond the timeout period

Profile page loading slowly

If profile pages load slowly:

Reduce the number of boxes shown (hide unused boxes)
Collapse large boxes by default (History, Files)
Optimize custom content boxes (remove heavy images, complex JavaScript)
Check for external API calls in custom content that may be timing out
Consider hiding "Previews of files" for leads with many attachments

Summary

The lead profile page is fully customizable through Campaign Settings → Profile page. Configure the profile title and subtitle using placeholders and conditional logic to identify leads at a glance. Choose which information boxes to display (field values, history, comments, calendar, files, relations, external email) and set each box's column width (Wide, Medium, Narrow) and collapsed state. Create custom content boxes to embed maps, external data, or custom HTML integrations directly into the profile. Use placeholders, HTML components like <hh-gmap.street-view>, and custom CSS/JavaScript to build powerful custom views. Enable lead locking to prevent multiple users from editing the same lead simultaneously, with automatic unlock on inactivity. Configure which field values and controls are shown, set the page layout style, and define column order to optimize the user experience. Show essential boxes like Field values and Title box always, collapse secondary boxes like History and Comments, and hide unused boxes to improve page load speed. Use descriptive profile titles with fallback logic, choose appropriate icons, and test custom content with multiple leads to ensure reliability. Lead locking is recommended for campaigns with multiple active users, with 1-hour auto-unlock as a standard setting.

? Common searches

profile page • lead detail page • customize lead view • lead page layout • custom content box • lead locking • profile configuration

? Also known as

lead view • lead detail • lead page • profile view • contact page • lead interface • detail page

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